Conference call replays

Date Event Location
September 21, 2023 7:00 AM PD / 10:00 AM ET

PayPal: A Fresh, But Challenging, Start – Downgrading to Market Perform, PT = $75 | Payments: The Apple Risk

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September 8, 2023 8:00 AM PT / 11:00 AM ET

Adyen, PayPal: Race to the Bottom? Competition in U.S. LE eComm Merchant Acquiring

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August 10, 2023 7:00 AM PT / 10:00 AM ET

Software: Just How Penetrated is QuickBooks?

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July 21, 2023 7:00 AM PT / 10:00 AM ET

V, MA, NU: Brazil’s Pix Payment System – Risks and Opportunities

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June 15, 2023

Software-as-a-Podcast

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June 6, 2023 7am PT / 10am ET

AI’s Impact and the State of the Software Industry

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June 2, 2023 7:00 AM PD / 10:00 AM ET

Payments, Fintech, & Services: State of the Industry and Five Investable Themes

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May 3, 2023

Software-as-a-Podcast

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April 24, 2023

Software-as-a-Podcast

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April 21, 2023 8:00 AM PD / 11:00 AM ET

Enterprise Software Sales Efficiency - It Matters Now

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April 18, 2023 7:00 AM PD / 10:00 AM ET

Clearwater Analytics: A Clearly Better Way, Initiating with OP Rating and $19.50 Price Target

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April 17, 2023 8:00 AM PD / 11:00 AM ET

Checkout Simplified – Our Updated Outlook for the Integrated PoS Sector

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March 24, 2023 7:00 AM PD / 10:00 AM ET

Block – A Deep Dive on our Top Pick

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March 14, 2023 7:00 AM PD / 10 AM ET

Crowdstrike 4Q23 - Right Tech and Execution

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March 13, 2023 7:00 AM PD / 10:00 AM ET

The SoFi Bull Thesis - A Deep Dive

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March 9, 2023 7:00 AM PD / 10:00 AM ET

Collaboration Software: The Continued Case for Monday.com (MNDY)

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February 23, 2023 7:00 AM PD / 10:00 AM ET

Stock-Based Conversations - What We Learned and What to Do

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February 17, 2023 7:00 AM PD / 10:00 AM ET

A Closer Look at our Outperform Initiations of Confluent and Hashicorp

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January 24, 2023 8:00 AM PD / 11:00 AM ET

ACN, IBM CTSH, DXC: The Rising Tide Only Floats Some Boats – Upgrading IBM (to MP), Downgrading CTSH and DXC (to UP)

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January 19, 2023 7:00 AM PD / 10:00 AM ET

HCM Views from Services to Software

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January 18, 2023 7:00 AM PD / 10:00 AM ET

Adyen: “Not of an Age, but for All Time” – Initiating Coverage at Outperform, PT = €1,800

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December 15, 2022 8:00 AM PD / 11:00 AM ET

Software 2023 Outlook

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November 18, 2022 7:00 AM PD / 10:00 AM ET

Payments, Processors, and IT Services: 3Q22 Wrap-up – Stock Picks and Top Sector Themes

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October 28, 2022 8:00 AM PD / 11:00 AM ET

GitLab Post-Initiation Deep Dive on OP Thesis

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October 20, 2022 9:00 AM PD / 12:00 PM ET

The State of BNPL – Our Latest Industry Forecast and Perspective on the Competitive Landscape

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October 20, 2022 7:00 AM PD / 10:00 AM ET

Cloudflare: Deeper Dive on the OP Thesis

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September 29, 2022 6:30 AM PD / 9:30 AM ET

Software: The Case for Starting to Invest Now

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September 28, 2022 8:00 AM PD / 11:00 AM ET

Fiserv: The Upside from Here – A Deep Dive on Our Top Pick

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September 16, 2022 7:00 AM PT / 10:00 AM ET

Payments: The Future of Card Payments and Merchant Acquiring – Our Latest 5-year Forecasts

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September 15, 2022 7:00 AM ET / 10:00 AM ET

Pagaya: ‘Smart’ Lending Winner in Stormy Waters - Initiating Coverage at Market Perform, PT = $12

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September 7, 2022 7:00 AM PD / 10:00 AM ET

Payments, Processors, and IT Services: Fall 2022 Setup - Stock Picks and Top Sector Themes

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May 31, 2022 8:00 AM PD / 11:00 AM ET

Payments, Processors, and IT Services: Guns, Germs, and Inflation - Our Updated Stock Picks in the Current Macro Environment

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April 8, 2022 7:00 AM PD / 10:00 AM ET

Down But Not Out - Initiating Coverage of the Fintech Sector

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March 22, 2022 7:00 AM PD / 10:00 AM ET

PayPal: The Bad News, the Good News, and Our Perspective on the Path Forward

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March 4, 2022 8:00 AM PD / 11:00 AM ET

Payments, Processors, and IT Services: 4Q21 Roundup – Updated Stock Preferences and Top Sector Themes

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January 13, 2022 7:00 AM PD / 10:00 AM ET

Payments, Processors, and IT Services 2022: Fighting Back Against Fear, Uncertainty, and Doubt

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November 17, 2021 7:00 AM PD / 10:00 AM ET

BNPL Mania - Our Perspective on the Market Size/Growth, Competitive Dynamics, & Impact on the Payments Ecosystem

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October 29, 2021 9:00 AM PD / 12:00 PM ET

Payments: A Wild Week in Payments Land – A Q&A Session with Lisa on What Happened and What Next?

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September 24, 2021 8:00 AM PD / 11:00 AM ET

ACN, DXC, CTSH, IBM: The Primacy of Revenue Growth – Upgrading Accenture to Buy, Downgrading DXC to Neutral

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August 25, 2021 8:00 AM PD / 11:00 AM ET

Payments: Apres Square+Afterpay - A Fresh Look at the M&A Chessboard

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August 18, 2021 8:00 AM PD / 11:00 AM ET

Payments, Processors, and IT Services: 2Q21 Roundup - Top Sector Themes and Updated Stock Preferences

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August 5, 2021 7:00 AM PD / 10:00 AM ET

After a Wild Week, Now What? Square-Afterpay, 2Q Earnings, and Implications for our Stocks

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June 15, 2021 7:00 AM PD / 10:00 AM ET

Payments: Faster Growth in ’21 than ’20 (Yes, Really) – Our Latest Proprietary eCommerce Forecast

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June 3, 2021 7:00 AM PD / 10:00 AM ET

1Q21 Roundup – Updated Stock Preferences and Top Sector Themes

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April 16, 2021 7:00 AM PD / 10:00 AM ET

COIN: "Be Bloody, Bold, and Resolute" - Initiating Coverage of Coinbase at Buy, TP = $600

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March 22, 2021 7:00 AM PD / 10:00 AM ET

Visa: The DoJ Investigation – Our Early Perspectives

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February 26, 2021 8:00 AM PD / 11:00 AM ET

Payments, Processors, and IT Services: 4Q20 Roundup – Updated Stock Preferences and Top Sector Themes

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January 21, 2021 7:00 AM PD / 10:00 AM ET

PayPal: The Boon of Bitcoin and BNPL

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January 8, 2021 7:00 AM PD / 10:00 AM ET

MoffettNathanson Webex | Payments, Processors, and IT Services 2021: No Rest For the Weary

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December 10, 2020 7:00 AM PD / 10:00 AM ET

Initiating Coverage of American Express

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November 23, 2020 7:00 AM PD / 10:00 AM ET

Fiserv: The Reports of My Death Are Greatly Exaggerated – Upgrading to Buy, TP = $145

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November 16, 2020 7:00 AM PD / 10:00 AM ET

Payments, Processors, and IT Services: 3Q20 Roundup – Updated Stock Preferences and Top Sector Themes

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September 16, 2020 8:00 AM PD / 11:00 AM ET

Deep Dive on Mastercard, and Visa vs. Mastercard

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September 11, 2020 8:00 AM PD / 11:00 AM ET

The Ant Group IPO – Threats, Opportunities, and Implications for V, MA , PYPL, SQ, FIS, FISV, and GPN

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August 18, 2020 7:00 AM PD / 10:00 AM ET

Deep Dive on Visa - Our Top Pick

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August 14, 2020 7:00 AM PD / 10:00 AM ET

Payments, Processors, and IT Services 2Q20 Roundup – What We Learned, and Updated Stock Preferences

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July 28, 2020 7:00 AM PD / 10:00 AM ET

Payments: The Pandemic Rattles the Foundation of the Bull Thesis – Our New 5-Year Industry Forecast

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July 2, 2020 8:00 AM PD / 11:00 AM ET

Square: Cash App Deep Dive & Takeaways from Company Meetings

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June 5, 2020 8:00 AM PD / 11 AM ET

New eCommerce Forecast and Checkout Button Data, plus Highlights From Our 2nd Annual Payments, Processors & IT Services Summit

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May 8, 2020 7:00 AM PD / 10:00 AM ET

1Q Wrap-Up – Updated Stock Preferences Across Payments, Processors, & IT Services

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April 17, 2020 7:00 AM PD / 10:00 AM ET

Impacts of COVID-19 on the Payments Sector

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March 20, 2020 7:00 AM PD / 10:00 AM ET

Payments, Processors, and IT Services: When Resilience Matters – Who Can Withstand the COVID-19 Shock?

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January 24, 2020 7:00 AM PD / 10:00 AM ET

IT Services: New CIO Survey Results

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January 9, 2020 7 AM PD / 10 AM ET

Taking a Breather - Downgrading FIS, FISV, ACN, and ADP

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December 6, 2019 7 AM PD / 10 AM ET

Big Tech, Neobanks, and Many More - Top Trends and Recent Developments in Payments

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October 10, 2019 8 AM PD / 11 AM ET

The Tidal Wave - Our Proprietary eCommerce Forecast and Implications for the Payments Sector

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October 8, 2019 9 AM PT / 12 PM ET

DXC Deep Dive with Lisa Ellis

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September 19, 2019 9 AM PT / 12 PM ET

SQ Deep Dive Group Lunch & Conference Call for Prospects with Lisa Ellis

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September 6, 2019 7:30 AM PDT / 10:30 AM EDT

Payments, Processors, and IT Services Sector Fall Outlook

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September 4, 2019 9 AM PDT / 12 PM EDT

Group Lunch - Square Deep Dive

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June 20, 2019 7 AM PDT / 10 AM EDT

FB, V, MA, PYPL: Libra Unveiled – Big Day for Crypto, Nice-To-Have for FB, Important Experiment for Payments

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May 23, 2019 7 AM PDT / 10 AM EDT

"When You Come to a Fork in the Road, Take It." Initiating Coverage of FIS and Fiserv

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May 20, 2019 7 AM PDT / 10 AM EDT

FB, V, MA, PYPL: Facebook's Cryptocurrency Project Libra - How it Could Matter

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May 3, 2019 9 AM PDT / 12 PM EDT

Group Lunch with Lisa Ellis - Deep Dive IBM & ADP

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March 1, 2019 7 AM PDT / 10 AM EDT

Takeaways from our Cryptocurrency and Blockchain Immersion

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January 17, 2019 8 AM PDT / 11 AM EDT

IT Services and Processors: New CIO Survey results, 2019 Outlook and Updated Stock Preferences

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January 17, 2019 8 AM PDT / 11 AM EDT

What Our Sectors are Telling Us About The Economic Cycle

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January 11, 2019 8 AM PDT / 11 AM EDT

Payments 2019 Outlook, Themes, and Updated Stock Preferences

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December 18, 2018 7 AM PDT / 10 AM EDT

PayPal Deep Dive

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December 14, 2018 7 AM PDT / 10 AM EDT

2019 Best Ideas

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November 9, 2018 7:00 AM PDT / 10:00 AM EDT

IT Services Launch for Prospects

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October 5, 2018 7:00 AM PDT / 10:00 AM EDT

“It was the best of times, it was the worst of times…” Initiating coverage of IT Services and Processors

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September 18, 2018 7:00 AM PDT / 10:00 AM EDT

Lisa Ellis Payments Call for Prospects

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September 13, 2018 7:00 AM PDT / 10:00 AM EDT

The Alipay Threat - Takeaways from a 3-day immersion with Ant Financial in Hangzhou, China

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August 16, 2018 8:00 AM PDT / 11:00 AM EDT

The Biggest Risk of Them All -- Q&A with a Leading Expert on Cybersecurity Risks in Payments

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August 15, 2018 7:00 AM PDT / 10:00 AM EDT

Lisa Ellis Payments Call for Prospects

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July 12, 2018 8:00 AM PDT / 11:00 AM EDT

“Shall I compare thee to a summer’s day?” Initiating coverage of the Payments sector

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